Business Pilot
Business Pilot is a UK-based vertical SaaS company providing a cloud CRM/ERP platform built specifically for installation companies, unifying lead management, scheduling, job costing, compliance, field operations, and payments on Microsoft Azure. Founded in 2016, it serves SMB and mid-market UK installers in windows, doors, glazing, roofing, solar, construction, and security via subscription licensing and industry-body partnerships.
- Company typePrivate
- Founded2016
- HeadquartersAmersham, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What Business Pilot does
Business Pilot is a UK-based vertical SaaS company, legally Business Pilot (CRM) Ltd, that has built a cloud-based CRM and ERP platform purpose-built for installation companies. Founded around 2016 by Jim Breslin and Elton Boocock — installers themselves with 60+ years of combined industry experience across the founding team — the company emerged from the operational shortcomings of generic CRMs when applied to multi-site, multi-trade installation work. The product is hosted on Microsoft Azure within the UK and combines lead management, drag-and-drop scheduling, live job costing, compliance automation (FENSA, Certass, Assure), field-team mobility via the BPsite mobile app, BPmail email integration with Outlook, BPSign digital signatures, and Blink Payment processing into a single platform. Native integrations with accounting systems (Xero, Sage, QuickBooks), design/quoting tools (Tommy Trinder, Windowlink), Microsoft 365 SSO, and Zapier extend the platform's reach to over 7,000 external applications.
The company operates a per-license subscription SaaS model with three license tiers — Full Licence, Sales/Survey Licence, and Site Only Licence — subject to a 24-month minimum contract and a £240/month floor covering approximately three full users. Pricing is not publicly listed beyond the minimum; onboarding typically completes within seven days, payments are collected via GoCardless Direct Debit, and an additional paid training services stream (on-site full-day, remote, and open training days) contributes ancillary revenue. GTM is sales-led with phone-based prospecting, a 14-day free trial pre-loaded with demo data, guided demonstrations, peer user referrals, and event-led demand generation at the FIT Show (2027), Glass Conference and GGP Installer Awards. Distribution is amplified through endorsement partnerships with UK industry bodies (FENSA, Certass, CAB, Everglade Trade, QANW) and software integration partners (Tommy Trinder, Windowlink, Clever Bean Accounting, Urban Media) plus the Zapier and WordPress marketplaces. Target customers are primarily SMB and mid-market UK installation companies across windows/doors, glazing, roofing, solar, construction, and security/alarms, with case-study evidence including Midori Aluminium's growth from £3M to £7M turnover.
The company is privately held, reports no external funding rounds or M&A activity, and operates with a 1-10 employee headcount from Amersham, United Kingdom, suggesting a bootstrapped, capital-efficient operating model.
Business Pilot firmographics
Firmographics- Name
- Business Pilot
- Legal name
- Business Pilot (CRM) Ltd
- Website
- https://businesspilot.co.uk
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Business Pilot is a UK-based vertical SaaS company providing a cloud CRM/ERP platform built specifically for installation companies, unifying lead management, scheduling, job costing, compliance, field operations, and payments on Microsoft Azure. Founded in 2016, it serves SMB and mid-market UK installers in windows, doors, glazing, roofing, solar, construction, and security via subscription licensing and industry-body partnerships.
- Ownership category
- akta.pro rank
Business Pilot industry classification
Industry- Product category
- Installation Industry CRM/ERP Software
- NAICS
- Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Computer Systems Design Services (541512)
- akta.pro primary industry
- Industry-Specific CRM (Vertical CRM Suites) (HDAEAFAH)
- akta.pro secondary industries
- Field Service CRM (Dispatch, Scheduling & Mobile Service) (HDAEAFAL), Sales Force Automation (SFA) CRM (HDAEAFAA), Customer Success & Account Management CRM (HDAEAFAD)
Keywords
Where Business Pilot is headquartered
LocationHeadquarters
- HQ city
- Amersham
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Business Pilot business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- Software Subscription (SaaS): Business Pilot operates on a subscription SaaS model. Pricing is per user/license with tiered options: Full Licence, Sales/Survey License, and Site Only License. Minimum contract is 24 months at approximately £240 per month (minimum three full users). The subscription includes all features, updates, unlimited storage, and support.
- Professional Training Services: Additional paid training delivered as on-site full-day sessions (£650+vat), two-hour remote (£160+vat), or one-hour remote (£80+vat). Also annual open training day events at £80 per person or £300 for a team of four.
- WordPress Plugin Subscription: A paid WordPress plugin subscription for web-to-lead integration for non-technical customers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Full Licence — complete access to all CRM/ERP features across office, sales, surveying, and field operations |
| Subscription | Annual | Sales/Survey License — access for sales and surveying teams, limited to sales-facing features |
| Subscription | Annual | Site Only License — field-only access for fitters and service engineers via the BPsite App |
| Unit Pricing | Pay-as-you-go | Additional Training — Full Day On-Site |
| Unit Pricing | Pay-as-you-go | Open Training Day Events |
Go-to-market motion2 records
Distribution channels6 records
Marketing channels8 records
Business Pilot product offering
Product offeringCore offering
Business Pilot provides a cloud-based CRM/ERP platform purpose-built for installation companies in the UK. The platform centralizes lead management, scheduling, job costing, compliance automation, field operations, payment processing, and accounting integration into a single system, replacing disconnected spreadsheets and generic CRMs for businesses in the windows, doors, glazing, construction, roofing, solar, and security installation sectors.
Product overview
Business Pilot is a single, unified CRM/ERP platform specifically designed for installation companies. The core product combines customer relationship management, project scheduling, financial tracking, and field operations into one live platform. The ecosystem includes the main Business Pilot platform, the BPsite mobile app for field teams, BPmail for email integration with Outlook, BPSign for digital signatures, and Blink Payment for payment processing. Additional integrations with accounting software (Xero, Sage, QuickBooks), compliance bodies (FENSA, Certass, Assure), design/quoting tools (Tommy Trinder, Windowlink), and automation platforms (Zapier) extend functionality. The platform targets installation businesses across sectors including windows and doors, construction, roofing, solar, and alarms.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Pilot CRM/ERP Platform A unified cloud-based CRM/ERP platform built specifically for UK installation companies that centralizes leads, schedules, finances, job costing, compliance registration, and field operations into one system, replacing multiple disconnected tools across the full installation lifecycle from lead capture to aftercare.
- BPsite Mobile App A free mobile application for field teams including sales representatives, surveyors, installers, and service engineers that delivers technical specifications and digital sign-off forms to mobile devices, enabling real-time field-to-office updates with photo uploads, voice notes, and offline capability.
- Professional Training Services Paid professional training services delivered through on-site full-day sessions, remote two-hour and one-hour sessions, and annual open training day events across UK cities, designed to help installation company teams maximize use of the Business Pilot platform.
Quantifiable outcome
- 40% reduction in payment waiting times for users of Blink Payment integration over one year
- +3 more outcomes
Companies that use Business Pilot
Customer profileNamed customers10 records
Segments6 records
Ideal customer profiles3 records
Business Pilot technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration12 records
AI capability2 records
Feature10 records
Business Pilot partnerships and signals
Strategic signalPartnerships
20 partnerships are on record, tiered core, major and minor.
- FENSAcoreFENSA (Fenestration Self-Assessment Scheme) is a key industry body that recommends Business Pilot to its members. Within each contract in Business Pilot, users can register jobs with FENSA in a couple of clicks, with reference numbers automatically written back to the contract.
- CertasscoreCertass is a building regulation compliance body that recommends Business Pilot to its members. Business Pilot enables bulk job export to Certass members area, with BRCC certificates automatically returned to the contract.
- AssurecoreAssure Self Certification Export Template enables installers to register their work with Assure directly from Business Pilot, simplifying compliance workflow.
- Tommy TrindercoreTommy Trinder's design and quoting system connects to Business Pilot via a direct API. Users can initiate quotes from the Business Pilot Lead area, create designs in Tommy Trinder, and the finished PDF is saved back to the lead in Business Pilot.
- WindowlinkcoreWindowlink's glazing industry software integrates with Business Pilot, allowing leads to be imported, designs and quotes created in Windowlink, with contracts then uploaded back to Business Pilot for seamless sales management.
- Blink PaymentcoreBlink Payment's payment platform integrates with Business Pilot, enabling users to generate payment links for card, Apple Pay, Google Pay, and bank transfer directly within invoices. Users report 3x faster payment times and 40% reduction in payment waiting times.
- XerocoreXero accounting software integrates with Business Pilot via API. Contacts, customer invoices, and supplier invoices sync in real time across both systems for live financial data and reduced admin.
- QuickBookscoreQuickBooks users can export customer information, invoices, and costs from Business Pilot directly into QuickBooks, eliminating double data entry and saving time.
- SagecoreSage users can export customer details, invoices, payments, and costs from Business Pilot into a simple sheet format for Sage import, ensuring data accuracy across both platforms.
- Microsoft (Office 365 / Azure)coreMicrosoft single sign-on enables Business Pilot login for Microsoft 365 users, and BPmail integrates directly with Outlook. Business Pilot data is stored on Microsoft Azure servers in the UK.
- ZapiermajorZapier connects Business Pilot to over 7,000 apps and software services, enabling automated two-step and multi-step workflows. A free starter plan allows up to 100 tasks/month; professional plans start at £15.98/month.
- Urban MediaminorUrban Media is an authorized partner helping Business Pilot users set up and optimize their Zapier workflows. They provide automation expertise and discounted rates for Business Pilot users.
- Everglade TrademinorEverglade Trade recommends Business Pilot to its members as a preferred CRM and business management solution for installation companies.
- QANWminorQANW (Quality Assured National Windows) recommends Business Pilot to its member companies for CRM and operational management.
- Clever Bean AccountingminorClever Bean Accounting co-markets with Business Pilot as a specialized accounting partner for installation businesses, offering joint content and referrals.
- CAB (Certified Assured Blinds)minorCAB recommends Business Pilot to its members as a business management and CRM solution for the blinds and shading industry.
- FIT ShowmajorThe FIT Show is the premier UK trade exhibition for the fenestration and construction industry. Business Pilot is an official partner and exhibitor. The next FIT Show is in 2027. Business Pilot uses this platform to demonstrate its software to the industry audience.
- Glass ConferenceminorBusiness Pilot is a proud supporter of the Glass Conference, an industry event for the glazing and fenestration sector.
- GGP Installer AwardsminorBusiness Pilot is a proud supporter of the GGP Installer Awards, recognizing excellence in the installation industry.
- People in GlazingminorBusiness Pilot is a proud supporter of People in Glazing, an industry community and awards platform for the glazing profession.
Scale indicators7 records
Recent moves6 records
Expansion highlights6 records
Business Pilot competitors and assessment
Company assessmentEmerging players
- JobNimbus: CRM and project management SaaS for roofing and exteriors contractors, combining sales pipeline, workflow automation, and field app. Strong vertical trade CRM comparable to Business Pilot's lead-to-completion workflow for installers.
- AccuLynx: Vertical CRM/ERP built specifically for roofing contractors with production, supplement, and material order management. Closest single-vertical analog to Business Pilot's installation-vertical specialization, though focused exclusively on roofing.
Direct peers
- Simpro Group: Field service and job management SaaS for trade contractors (electrical, plumbing, HVAC, solar). Comparable vertical SaaS bundle (CRM, quoting, scheduling, mobile) aimed at similar SMB-to-mid-market trade customers as Business Pilot.
- Housecall Pro: All-in-one CRM/ERP for home service SMBs with scheduling, dispatch, job costing, and payment processing. Highly analogous SaaS bundle and pricing model to Business Pilot, although Housecall Pro spans a wider set of trades.
- Workiz: Field service management SaaS for SMB service businesses with CRM, scheduling, dispatching, and payment features. Bundle composition and pricing structure are directly comparable to Business Pilot's subscription tiers.
- Jobber: SMB-focused field service management SaaS combining CRM, scheduling, and invoicing for home service businesses. Directly comparable in target buyer (small trade businesses) and core CRM/ERP/mobile mix to Business Pilot's installation-vertical positioning.
- BigChange: UK-based all-in-one job management platform for field service businesses, combining CRM, scheduling, mobile workforce, and accounting integrations. Direct UK market and SMB field service peer to Business Pilot.
Broad incumbents
- HubSpot: Mainstream horizontal CRM, marketing, and operations platform for SMBs and mid-market. Competes with Business Pilot at the generic CRM level but lacks installation-industry specialization, deep compliance integrations, or field-service mobile depth.
- ServiceTitan: Leading vertical SaaS for trades and home service businesses (HVAC, plumbing, etc.), offering CRM, scheduling, job costing, and field operations. Closest large-scale analog of Business Pilot's vertical SaaS play, but with a much broader multi-trade footprint and significantly larger resources.
- Salesforce: Global incumbent in enterprise and SMB CRM, including Field Service and industry clouds. Represents the 'generic CRM' alternative that Business Pilot explicitly differentiates against with vertical expertise and pre-built compliance integrations.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Business Pilot social profiles
Digital presenceBusiness Pilot compliance and trust
Trust signalCompliance1 record
Business Pilot financial estimates
Financial estimateRevenue estimate
Valuation estimate
Business Pilot leadership team
Management profileNumber of profiles
Profiles11 records
Business Pilot funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Business Pilot M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Business Pilot
What does Business Pilot do?
Business Pilot provides a cloud-based CRM/ERP platform purpose-built for installation companies in the UK. The platform centralizes lead management, scheduling, job costing, compliance automation, field operations, payment processing, and accounting integration into a single system, replacing disconnected spreadsheets and generic CRMs for businesses in the windows, doors, glazing, construction, roofing, solar, and security installation sectors.
Is Business Pilot a public or private company?
Business Pilot is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Business Pilot founded?
Business Pilot was founded in 2016. It employs 1 to 10 people.
Where is Business Pilot based?
Business Pilot is headquartered in Amersham, United Kingdom, in the Europe region.
How does Business Pilot make money?
Three revenue lines are on record. Software Subscription (SaaS) is the primary driver. The others are professional Training Services and wordPress Plugin Subscription.
Who are Business Pilot's main competitors?
Emerging players on record are JobNimbus and AccuLynx. Direct peers are Simpro Group, Housecall Pro, Workiz, Jobber and BigChange. Broad incumbents are HubSpot, ServiceTitan and Salesforce.
Does Business Pilot have an API?
Yes. Business Pilot provides an API enabling third-party integrations. A direct API with Tommy Trinder allows quotes to be initiated from the Business Pilot Lead area and head straight into the Tommy Trinder platform, with the finished quote PDF saved back to Business Pilot. The Xero API enables real-time sync of contacts, customer invoices and supplier invoices across both systems. Supplier API connectivity allows linking directly with major industry fabricators and suppliers to transfer data smoothly. Zapier integration provides additional automation capabilities with available triggers and actions for connecting to over 7,000 apps. Developer documentation is at businesspilot.co.uk/business-pilot-zapier-documentation.
What industry is Business Pilot in?
Business Pilot's product category is Installation Industry CRM/ERP Software. Its primary akta.pro industry code is HDAEAFAH, Industry-Specific CRM (Vertical CRM Suites), with a secondary code of HDAEAFAL, Field Service CRM (Dispatch, Scheduling & Mobile Service). Its NAICS code is 54151.